MDK Wealth Management provides a boutique financial planning service, offering an extensive range of wealth accumulation, protection, and investment services.
We have broadly categorised our offerings into three main categories Superannuation, Insurance & Investment
No matter what stage of life you are at, whether it be just entering the workforce and saving for your first home, building an investment portfolio or considering retirement, all our services are tailored to your unique situation. Our clientele also vary in occupations, from self employed tradespeople to sole practitioners, company directors, consultants, contractors and employees.
Whether you are working part time, full time, casual, or taking a break between jobs, your financial obligations continue in life, and it is our aim to be along side you providing assistance in your financial affairs, essentially ‘Looking out for you’.
Superannuation
We offer a comprehensive range of superannuation services, whether you are just entering the workforce and in accumulation phase, transitioning to retirement or already retired and just wanting some peace of mind with your existing super fund.
Insurance
Everyone will have a different risk profile, and it is our aim to help assess the appropriate level of insurance for your given situation, whilst also ensuring you get ‘value for money’. Your personal circumstances will also change over time, with family, career and lifestyle developments, and it is our role to be there ‘along side you’ tailoring your insurances throughout your life and beyond.
Investment
MDK Wealth Management offers an expansive range of investment services, to a wide variety of clientele, through all the various stages in life. From those just entering the workforce and looking to save for their first home, to accumulators wanting to build a share portfolio, to retirees looking for peace of mind with their retirement savings.
Financial Services Guide
Interprac – Financial Services Guide Part 1, V13 – March 2025 (453kB, PDF)